CAPTRUST's Clarkston-based advisors specialize in providing retirement plan advisory services to corporate fiduciaries and building relationships in the institutional retirement market. They also offer investment advisory services to fiduciaries of corporate retirement plans, endowments, and foundations of nonprofits. In addition, Freedom One Financial Group, located in Clarkston, Mich., provides state-of-the-art communication, administration, retirement planning, and investment and financial advisory services to clients throughout the state. The company is ranked as one of the leading top finance record keepers in the country by Plan Sponsor magazine and maintains more than $2 billion of retirement plan assets. With over 70 employees, Freedom One Financial Group's clients include various associations and organizations such as the California Motor Car Dealers Association, Michigan Automobile Dealers Association, Michigan Lumber & Building Materials Association, Michigan Manufacturers Association, Michigan Tooling Association, and Missouri Automobile Dealers Association.
Show More
Revenue: 5,000,000 - 9,999,999
Founded: 2001
Filing Number: 00097E